Nonprofit-Cloud-Consultant Exam Dumps - Salesforce Nonprofit Cloud Consultant Questions and Answers

https://trailhead.salesforce.com/en/content/learn/modules/salesforce-data-mask/understand-the-importance-of-data-privacy

Salesforce Data Mask is the recommended solution to ensure the contractor is unable to access sensitive data in a full copy sandbox. Data Mask is designed to secure sensitive data in sandboxes by masking or obfuscating it, thereby preventing unauthorized access.

Salesforce Data Mask Overview:

Salesforce Data Mask allows you to obfuscate sensitive data in sandboxes, ensuring that real data is not exposed.

It provides various masking options, including anonymization, pseudonymization, and deletion.

Implementation Steps:

Install Salesforce Data Mask from the Salesforce AppExchange.

Configure the masking rules for the fields that contain sensitive information. You can choose the appropriate masking technique based on your needs (e.g., random characters, fixed characters, or deletion).

Apply the masking rules to the full copy sandbox where the contractor will be working.

Benefits of Using Data Mask:

Security: Ensures sensitive data is not exposed in non-production environments.

Compliance: Helps meet regulatory and compliance requirements by protecting personal and personally identifiable information.

Flexibility: Allows you to define specific rules for different types of data and fields.

References:

CertGod Nonprofit Cloud Consultant study guide: "Implement Salesforce Data Mask and mask the sensitive data"​​.

To provide support for clients through a real-time chat interface with a staff member, a consultant should recommend Digital Engagement.

Digital Engagement:

Salesforce Digital Engagement allows nonprofits to connect with their clients in real-time through various digital channels, including chat, messaging apps, and social media.

It integrates with Service Cloud to provide a seamless experience for both clients and support staff, enabling real-time interactions and efficient case management.

To ensure that users only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000, the consultant should use component visibility filters in Lightning. Here’s the step-by-step process:

Add the Related List - Single Lightning Component:

On the Opportunity Lightning page, add the "Related List - Single" component and set it to display the Engagement Plans related list.

Component Visibility Filter:

Configure a visibility filter on the Related List component. Set the filter condition to check if the Opportunity Amount field is greater than 10,000.

This ensures that the Engagement Plans related list only appears on Opportunities where the amount exceeds the specified threshold.

References:

Salesforce Lightning App Builder Documentation

Salesforce Component Visibility Filters Guide

These solutions provide detailed steps and references to effectively configure and troubleshoot Salesforce Nonprofit Cloud settings and features.

https://powerofus.force.com/s/article/NPSP-TDTM-Overview

Table-Driven Trigger Management (TDTM) in the Salesforce Nonprofit Success Pack (NPSP) allows developers and administrators to manage Apex triggers in a more flexible and controlled manner. The benefits include:

Control the order in which the code executes (B): TDTM enables you to specify the order of execution for various triggers, ensuring that triggers run in the desired sequence.

Disable specific pieces of code (D): TDTM allows you to disable individual triggers or handler classes without modifying the actual code, which is useful for debugging or temporarily disabling functionality.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Nonprofit Success Pack (NPSP) Table-Driven Trigger Management

https://sit es.google.com/a/cloud4good.com/salesforce-glossary/home/npsp-user-manual/chapter-4-entering-data/npsp-data-importer-tool

When migrating data from a legacy donor management database, the NPSP Data Importer is the recommended tool for loading donor contact information, donation history, and payment information into Salesforce. Here’s why:

NPSP Data Importer:

The NPSP Data Importer is specifically designed for nonprofits using the Nonprofit Success Pack (NPSP).

It supports importing multiple related records (Contacts, Accounts, Opportunities, Payments) in a single file, making it ideal for comprehensive data migration.

The tool provides mapping capabilities to ensure that fields in the import file are correctly mapped to Salesforce fields.

It includes features to handle common nonprofit data structures such as household accounts, affiliations, and recurring donations.

Using NPSP Data Importer minimizes the risk of data discrepancies and ensures that all related records are correctly created and linked.

References:

Salesforce documentation on NPSP Data Importer: NPSP Data Importer

For a nonprofit that does a lot of mail appeals to donors and wants to ensure addresses are formatted correctly, the consultant should recommend:

NPSP Address Management:

NPSP Address Management helps ensure that addresses are standardized and formatted correctly. It includes tools and processes to manage and validate addresses, thus reducing errors in mailings and improving delivery rates.

For a data migration involving tens of millions of records to NPSP over a weekend, the Bulk API is recommended due to its ability to handle large volumes of data efficiently:

Prepare Data for Migration:

Ensure all data is cleaned and formatted correctly for import into Salesforce.

Segment the data into manageable batches to optimize the migration process.

Use Bulk API for Migration:

The Bulk API is designed for loading large data sets and operates asynchronously, allowing for high performance.

Create a Bulk API job to import the data.

Upload data batches and monitor the job status to ensure successful data import.

Minimize System Downtime:

Schedule the data migration to occur during a weekend to reduce the impact on users and minimize system downtime.

Inform stakeholders about the migration schedule and expected downtime.

Verify Data Integrity:

After the migration, run data integrity checks to ensure that all records have been accurately imported.

Compare source data with the imported data in Salesforce to verify completeness.

Using the Bulk API will ensure that the large volume of data is migrated efficiently within the limited timeframe, minimizing disruption to the organization’s operations.

References:

Salesforce documentation on using the Bulk API for data migration

CertGod Nonprofit Cloud Consultant guide​

When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:

A Payment Will Be Added to the Opportunity:

When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.

This reflects the new donation and updates the financial records accordingly.

The Opportunity Amount Will Include the New Payment Amount:

The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.

This ensures that the Opportunity accurately represents the total donations received.

These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.

References:

Salesforce NPSP Documentation: NPSP Data Importer

Salesforce Trailhead: Manage Donations with NPSP

To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:

View Encrypted Data System Permission:

This permission allows users to view the full unmasked value of encrypted fields.

It is necessary for users who need to access sensitive data stored in encrypted fields.

Steps to Enable the Permission:

Create or update a Permission Set in Salesforce.

Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.

Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.

Security Considerations:

Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.

Regularly review and audit Permission Set assignments to maintain security and compliance.

By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.

References:

Salesforce Help: View Encrypted Data Permission

Salesforce Security Documentation

To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:

Organize Advocacy Messages into Campaigns:

Create a Campaign in Salesforce for each advocacy initiative.

Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.

Use an Online Advocacy Platform from the AppExchange:

Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce. These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.

The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.

These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.

References:

Salesforce AppExchange: Advocacy Platforms

Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members